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Eastern European USD Inc

Ranked 63 out of 163 in - Eastern Europe over 12 months
All calculations are in EUR

Managed by

Gareth Morgan

Gareth Morgan works at F&C Investments where he runs equity funds using a value with quality bias investment style. Prior to joining F&C in 2006, he worked at Shell Pensions Management Services Ltd for six years and at Perpetual Plc for four years managing Latam equities. Gareth has a degree in Business Finance and Economics from the University of East Anglia. He holds the IIMR and is also an associate member of UKSIP. Gareth was born in Surrey and is currently based in London. Outside of work his interests include golf and football.

Objective

The investment objective of the Eastern European Fund is to achieve capital appreciation through investment in Eastern European markets. The Fund may invest in equity, equity related securities and instruments including convertible bonds and warrants as well as other transferable securities such as bonds issued by corporate and governmental issuers.

Performance

Eastern Europe over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.0% -7.3% 9.8% -2.8%
2013 -6.7% 1.6% -10.6% 5.4% -2.5%
2012 20.4% 14.6% -7.1% 6.7% 6.0%
2011 -18.8% 4.4% -5.1% -22.8% 6.2%
2010 24.5% 12.6% -6.5% 4.1% 13.7%
2009 110.7% 5.3% 37.6% 27.1% 14.5%
2008 -63.3% -18.8% 7.3% -27.3% -42.0%
2007 18.9% 0.7% 7.0% 1.9% 8.3%
2006 33.8% 13.5% -4.7% 4.7% 18.1%
2005 65.4% 10.3% 9.9% 34.9% 1.2%
2004 37.2% 28.0% -7.4% 8.3% 6.9%
2003 31.6% -7.0% 19.0% 15.8% 2.8%
2002 9.8% 19.1% -9.1% -5.0% 6.7%
2001 20.0% -3.0% 15.5% -20.2% 34.1%
2000 -4.8% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Malta
  8. Netherlands
  9. Norway
  10. Spain
  11. Switzerland
  12. United Kingdom

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).